Creative Planning Information Technology Services

Creative Planning

  • $116 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$210B
$107 Million 0.09% of portfolio
362,828
Q2 2025 Added 3.38%
$150B
$78.7 Million 0.07% of portfolio
263,434
Q2 2025 Added 2.99%
$79.5B
$29.1 Million 0.03% of portfolio
232,525
Q2 2025 Reduced 5.68%
$67.4B
$13 Million 0.01% of portfolio
702,052
Q2 2025 Added 39.31%
$24.3B
$12 Million 0.01% of portfolio
76,254
Q2 2025 Added 5.19%
$14.7B
$11.3 Million 0.01% of portfolio
3,730,772
Q2 2025 Added 21.18%
$43.6B
$8.65 Million 0.01% of portfolio
106,279
Q2 2025 Added 3.63%
$40.5B
$6.27 Million 0.01% of portfolio
25,807
Q2 2025 Added 2.18%
$22.2B
$5.13 Million 0.0% of portfolio
28,751
Q2 2025 Added 86.71%
$18.1B
$5.11 Million 0.0% of portfolio
12,642
Q2 2025 Added 10.54%
$35.6B
$4.92 Million 0.0% of portfolio
63,088
Q2 2025 Reduced 9.4%
$11.6B
$4.66 Million 0.0% of portfolio
25,860
Q2 2025 Added 8.12%
$6.45B
$3.32 Million 0.0% of portfolio
29,488
Q2 2025 Added 5.56%
$1.4B
$3.17 Million 0.0% of portfolio
72,488
Q2 2025 Added 16.74%
$19.9B
$2.5 Million 0.0% of portfolio
23,809
Q2 2025 Added 25.56%
$6.71B
$2.13 Million 0.0% of portfolio
50,658
Q2 2025 Added 0.39%
$1.34B
$1.98 Million 0.0% of portfolio
244,492
Q2 2025 Added 214.28%
$2.16B
$1.79 Million 0.0% of portfolio
113,440
Q2 2025 Added 41.03%
$7.95B
$1.7 Million 0.0% of portfolio
38,620
Q2 2025 Added 10.67%
$6.94B
$1.53 Million 0.0% of portfolio
50,184
Q2 2025 Reduced 36.02%
$10.6B
$1.52 Million 0.0% of portfolio
8,184
Q2 2025 Reduced 1.33%
$10.1B
$1.14 Million 0.0% of portfolio
2,661
Q2 2025 Added 0.23%
$4.61B
$839,000 0.0% of portfolio
160,152
Q2 2025 Reduced 49.91%
$657M
$714,000 0.0% of portfolio
135,556
Q2 2025 Added 148.99%
$754M
$588,000 0.0% of portfolio
86,738
Q2 2025 Added 103.73%
$1.2B
$482,000 0.0% of portfolio
41,209
Q2 2025 New
$2.53B
$471,000 0.0% of portfolio
9,443
Q2 2025 Reduced 44.54%
$563M
$392,000 0.0% of portfolio
148,640
Q2 2025 Added 23.59%
$1.17B
$381,000 0.0% of portfolio
7,440
Q2 2025 Reduced 15.47%
$3.05B
$334,000 0.0% of portfolio
21,863
Q2 2025 Added 83.86%
$781M
$310,000 0.0% of portfolio
28,238
Q2 2025 New
$3.17B
$286,000 0.0% of portfolio
3,151
Q2 2025 Reduced 14.14%
$2.71B
$271,000 0.0% of portfolio
63,128
Q2 2025 Added 458.26%
$2.4B
$250,000 0.0% of portfolio
4,749
Q2 2025 New
$1.15B
$91,000 0.0% of portfolio
13,295
Q2 2025 Reduced 0.61%
$70.2M
$6,000 0.0% of portfolio
11,273
Q2 2025 New
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